Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / ALTRIUS GBL DIV
-
Number of holders
-
10
-
Total 13F shares, excl. options
-
210K
-
Shares change
-
+64.8K
-
Total reported value, excl. options
-
$7.49M
-
Value change
-
+$2.34M
-
Number of buys
-
6
-
Number of sells
-
-6
-
Price
-
$35.66
Significant Holders of EA SERIES TRUST - ALTRIUS GBL DIV (DIVD) as of Q2 2025
12 filings reported holding DIVD - EA SERIES TRUST - ALTRIUS GBL DIV as of Q2 2025.
EA SERIES TRUST - ALTRIUS GBL DIV (DIVD) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 210K shares
.
Largest 10 shareholders include Altrius Capital Management Inc (114K shares), LM Advisors LLC (31.5K shares), Virtu Financial LLC (15K shares), Royal Bank of Canada (14.8K shares), One Wealth Management Investment & Advisory Services, LLC (13.4K shares), Advisory Services Network, LLC (13.1K shares), Capital Advisory Group Advisory Services, LLC (6.72K shares), HARBOUR INVESTMENTS, INC. (1.58K shares), UBS Group AG (13 shares), and MORGAN STANLEY (2 shares).
This table shows the top 10 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.